On the Partners Portal, you can add users who can simply log in to it using their new credentials and perform the activities based on the role you choose for them.
Before adding a user to your Partners Portal account, you need to understand each role’s permission and what activities that role will allow the user to perform.
There are 7 default roles on the Partners Portal that you can choose from or you can add and tailor a custom role that aligns with your business needs when creating a new user.
Default Roles
| Admin | Can access and change all pages, as well as add and manage users. This is the highest role. |
| Finance Staff | Can export orders, track invoices, and view settlements. |
| Staff Supervisor | Can view, cancel, authorize, capture, refund, and export orders. |
| In-store Staff | Can create an order in the in-store solution, but can’t refund or cancel an order. |
| Lead Finance | Can track invoices, view settlements, and refund/cancel orders. |
| Dispute Manager | Can manage the disputes. |
| Executive | Can view all pages but cannot edit them. |
You can check the permissions and actions in detail through the Partners Portal! Just follow the below steps:
- Navigate to ‘Users’ in the side bar
- Select ‘Manage roles’
- You will find all the roles and their permissions. Press the 3 dots (...) beside each role to see all the allowed actions.
Custom Role
Only users with ‘Admin’ roles or users who have custom permission to do so can add new roles.
To add a new role:
- Navigate to ‘Users’
- Select ‘Manage roles’
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Click on ‘Add role’
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Choose a Role Title in English and Arabic, and add an accompanying description of the role
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Select the permissions you'd like to assign to users within the new role
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Click on “Create role”
To create a new user
Please ensure you’ve selected the correct account and store branch before you add your new user to ensure that they are able to view orders from the relevant account/store branch.
Step 1: Click on ‘Users’ from the sidebar, followed by ‘Manage Users’. Then select ‘Add user’.
Step 2: Complete the form displayed below, select the appropriate user role for your new user, and then click “Create new user”.
Step 3: Once you’ve clicked on ‘Create New User’, an activation email with password setup instructions will be sent to the new user’s email address. Please note that the activation link in the email will only be valid for 72 hours.
The user’s status will be marked as ‘Pending activation’ and will not be able to log into their account until the new user activates their account via email and sets a new password.
Step 4: The new user shall set up a new password to activate their account.
👍 That’s all you need to do to successfully add a new user to your Partners Portal account! Now, the new user can simply visit the Partners Portal and log in using their new credentials.
Need help? We're here for you!
For instant support, you can chat with us directly via the Partners Portal whether logged in or not. Just click on the chat icon in the bottom right corner!